Creating a Template

Templates define the structure, sections, and behavior of your notes. Use this guide to create a Simple or Structured template and publish it for your team.

Open Template Editor From Template Management

Click Templates at the top, then click New template:

Open Template Editor From Current Visit

Open a visit. In the right templates panel, open the dropdown and choose New template:

Input Template Settings

Configure basic settings for your new template:

• Input the name of the template
• Input or choose the category of the template
• Set "Display on every visit" if you want the template to be used for every visit
• Choose a template type: Simple Note, Structured Note, or Referral Letter

Create Simple Note

You can undo template edits while you build. Use the Undo and Redo buttons.

For Simple Notes, add the structure for your template, including section headers, in the text editor. For example:

You can organize these sections in any order that makes sense for your workflow.

Create Structured Note

For Structured Notes, you'll need to:

• Create your basic template structure with section headers
• Click the "Add AI Field" button to insert fields where the AI should generate content for specific sections
• Optional: For each AI field, you can provide a default value, add a description, or provide an options list to guide the AI additionally

Referral Letter templates are created the same way as Structured Notes. Choose Referral Letter template type, add your letter content, and insert AI fields where you want AI to populate the information.

Save Template

When you're satisfied with your template:

• Review all settings and content for accuracy
• Click the "Save" button to make your template available for use
• Your new template will now appear in the template selection menu

Discard Changes and Close: If you decide not to keep your edits, click Discard changes and close to exit without saving. You’ll be asked to confirm, and any unsaved edits will be lost.